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  • Getting Started
    • Getting Started with CuspFlow
    • Initial clinic setup
    • Importing your existing data
  • Core Concepts
    • Glossary of terms
    • Roles & permissions
  • Patients & Scheduling
    • Patient records & medical history
    • Families & household billing
    • Booking & managing appointments
    • Check-in & the Waiting Room
  • Clinical
    • Treatment plans & the teeth chart
    • Lab cases
    • Orthodontics tracking
    • Treatment & note templates
  • Billing & Payments
    • Checkout & taking payment
    • Installments & receipts
    • Overdue payments & follow-up
    • Insurance claims
  • Operations
    • Inventory & stock
    • Price catalog & Bill of Materials
    • Branches & dental chairs
  • Staff & HR
    • Staff management & roles
    • Payroll & commissions
    • Attendance & time tracking
  • Account & Subscription
    • Choosing & managing your subscription
    • Billing lifecycle, trials & data export
  • Reference
    • Frequently asked questions
    • Reports & analytics
  1. Home
  2. Documentation
  3. Patients & Scheduling

Patients & Scheduling

Records, families, appointments and the waiting room.

Patient records & medical history

Create and manage patient records — demographics, contact details, structured medical history, allergies and medications.

Families & household billing

Group related patients into a family under a Head of Family, and view a household's balance in one place.

Booking & managing appointments

Book pre-scheduled and walk-in appointments, use the multi-doctor calendar, and handle check-ins, reschedules, cancellations and no-shows.

Check-in & the Waiting Room

Run the clinic's live operations board — track patients through Waiting, In Treatment, Billing and Discharged, with wait-time alerts and emergency prioritisation.

CCuspFlow

Practice management software built for modern dental clinics. Real-time, multi-branch, and built to scale.

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